# Thomas Klein

> Thomas Klein is a fee-only financial advisor at Change Wealth Advisors in Port Orchard, Washington. Thomas charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,000 a year and 1.5% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/thomas-klein/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Change Wealth Advisors
- **Based in:** Port Orchard, Washington
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year; 1.5% a year on the first tier of assets managed
- **Assets under management (firm):** $67.2M across 393 accounts
- **CRD:** 7060825 (https://adviserinfo.sec.gov/individual/summary/7060825)
- **SEC registration:** Investment adviser representative in AK, WA
- **Exams passed:** Series 65 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.changewealthadvisors.com

## Frequently asked questions

### Is Thomas Klein a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Change Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Thomas charge for financial advice?

Thomas charges a percentage of assets and an ongoing planning fee.

### How much does Thomas charge?

According to Change Wealth Advisors's website, checked October 30, 2026: ongoing planning from $3,000 a year; 1.5% a year on the first tier of assets managed.

### Where is Thomas Klein based?

Thomas Klein is based in Port Orchard, Washington.

### Is Thomas Klein registered with the SEC?

Yes. Thomas Klein is registered as an investment adviser representative in AK and WA (CRD 7060825), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Change Wealth Advisors manage?

Change Wealth Advisors reports $67.2M across 393 accounts in assets under management.

### How do I contact Thomas Klein?

Through Thomas's website, www.changewealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7060825): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://changewealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.